I'm trying to create a summary saved search so that for each summarized row, text from each line in the detailed/non-summarized rows is combined.
For example, the summary view would include a list of Bill Payment transactions with one Bill Payment on each row. Then a Formula (Text) column would combine the Document Number of each bill paid by that Bill Payment transaction.
Bill_Payment_# Bills_Paid
10501 7981, 7984
10502 CD5029, CD5030, CD5031, CD5032
10503 INV03683
In this example, Bill Payment 10501 paid two bills and those are combined into a single text field. Bill Payment 10502 paid four bills and Bill Payment 10503 paid one.
I am quite familiar with NetSuite saved searches including custom formulas, but I'm not sure where to start with this. Any assistance or pointers would be useful.
You can create a Formula (Text)
column, and use the NS_CONCAT
function to give you this result.
Type = Bill Payment
Date = within this year
Main Line = False
Date - (Group)
Document Number - (Group)
Name - (Group)
Formula (Text) - (Minimum) Formula = NS_CONCAT({appliedtotransaction})
This Formula (Text)
column gives a result with all the applied to transactions concatenated with commas between.
EG: Bill #2405884,Bill #2430016,Bill #2429826,Bill #2429706
To get a nicer layout, you can wrap the formula above in a REPLACE
function like REPLACE(NS_CONCAT({appliedtotransaction}), ',', ' | ')
This would return: Bill #2405884 | Bill #2430016 | Bill #2429826 | Bill #2429706